Unleashed - How to Thrive as an Independent Professional

Andrew is a former engagement manager at Mckinsey where he specialized in asset productivity and served a broad range of industries, including aerospace, automotive, consumer products and mining. He is now the lead consultant at Seay Associates, focusing on operations transformation and corporate strategy. In today’s episode, Andrew talks about how to use Smartsheet on a transformation project. To learn more about Andrew’s company, visit www.SeayAssociates.com.  Key points include: 09:41: Smartsheet for Google Users 21:21: The Smartsheet dashboard 29:56: Smartsheet vs Excel and Google Sheets 44:51: Licensing and sharing with clients Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Marshall has over twenty years of experience defining, managing, and growing the world’s best-known investing brands. He has been an executive committee leader and CMO for Fortune 250 businesses in North America and the Asia-Pacific region. In today’s episode, he talks about how the world of data is revolutionizing marketing, particularly for wealth and investment management firms. You can learn more about the work Marshall does at WellsFargo.com, or reach out to him on LinkedIn.  Key points include: 00:50: Data in terms of wealth Investment Management 08:39: Lead scoring in practice 20:10: Identifying poor leads 22:53: Identifying customer tiers Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Mike is an innovative and entrepreneurial Chief Information Officer (CIO) with over 30 years in executive leadership positions with global technology organizations across multiple industries, including retail, telecommunications, research, and energy. His vast range of experience includes building teams in cybersecurity, application development, cloud services, infrastructure, data centers, software as a service, and more. In today’s episode, Mike talks about strategic technology leadership.  Learn more about Mike’s company at Stratus Key Advisors or reach out to Mike directly at mike@stratuskey.com. Key points include: 05:26: Data in the utility industry 14:54: Security of information 21:30: How companies are monetizing energy usage data 24:54: Key areas of focus in the utility and energy industry Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Johannes Hoech is a C-level Silicon Valley executive who is experienced in "Growth Architecting”. He is an expert analyst and motivational leader with proven skills in general management, strategy, product management, and customer success.  With 25+ years of experience leading technology startups through early stage, high growth, and turnaround phases, he has a strong understanding of the software entrepreneurs and consultants need to organize business operations. In today’s episode, he shares his knowledge of an affordable MarTech stack. You can access Johannes’ company blog, on Premonio.com,  and the links to the tools discussed on the show are as follows: patternai.co goldcast.io dux-soup SalesHandy Pipedrive Dedupely Crunchbase LinkMatch CrystalKnows Sharetivity Hootsuite Paper.li apollo.io Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Stan is a senior executive with deep expertise in digital and traditional media with a focus on food & beverage and hospitality-related businesses. As a food industry consultant, he has worked with a diverse range of global clients including Sony Pictures International; BBC Worldwide; and India Today Group. In today’s episode, he talks about his strategic consulting service in the entertainment and media space, food and hospitality, and the intersection of the two. You can reach out to Stan at ssagner@gmail.com. Key points include: 05:52: Types of projects 10:53: Menu insights - pricing and items 18:27: Working with developers 25:17: Room service issues Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Belinda Li was a  senior advisor at McKinsey before she founded CiTTA, a company that focuses on promoting and facilitating the growth of the social enterprise business model and economy. Belinda has a passion for combining the power of business with the promise of social impact, and in today’s show, she talks about how her company helps foster growth in that direction. Visit the website to learn more about CiTTA or reach out to Belinda on LinkedIn. Key points include: 02:00: An overview of work with social enterprises 07:49: ROI to shareholders 17:41: A working example of a social enterprise 24:29: Consulting skills for social enterprises Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Sam Lee has held numerous prestigious positions: he was a consultant at the World Bank, the chief of staff, Executive Office Division at Goldman Sachs, and the head of business planning and operations at AOL. He is now the founder and  CEO at IndeCollective, a company that offers expert guidance to the most seasoned professionals, and that is what he is going to talk about on today’s episode. You can learn more about the program at IndeCollective.co. Key points include: 02:45: What IndeCollective offers members 04:36: The 10-week experience 21:30: Authentic ways to stay top-of-mind 31:18: Sales conversations   Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Josh Spector is the founder of the For The Interested newsletter; a weekly newsletter featuring ideas “to help you learn, do, and become.” He is also an audience growth strategist and a digital marketing consultant. But in this episode, he shares his expertise on newsletters. To sign up for Josh’s newsletter visit, https://fortheinterested.com/, and to learn more about Josh’s newsletter tips visit, https://joshspector.com/. Key points include: 03:51: Newsletters created 06:40: Josh’s consulting strategy 12:46: Newsletter tips on technology, design, sign-ups, and frequency 40:27: Curating content Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Will Bachman hosts a panel discussion on hiring your first associate. The panel includes top-tier consultants  J. Andrew McKee, David Burnie of The Burnie Group, and Belinda Li. Key points include: 04:32: Deciding to hire your first employee 07:45: The pros and cons of having employees 11:20: The right time to add additional employees 17:17: Recruiting through LinkedIn Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.

Jen Rudd, PMP is a Business Coach, Consultant, and a Cross-Platform Automation expert with an extensive background in creating systems and automation for a variety of business types. She is the CEO of Grow With Jen, an author, and has presented at numerous conferences and events, most recently at the Airtable User's Conference, which she talks about in this episode. To learn more about Jen’s company visit GrowWithJen.com.   Key points include: 02:19: A case study on how Airtable works 10:26: Applications of Airtable 15:23: Different use cases for Airtable 17:49: Programming skill requirements  Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.